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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,638 | $154,228+105.3% | $145,433+117.7% | $137,256+130.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 12.55% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $23,293 | $4,804+384.9% | $4,554+411.4% | $4,156+460.5% |
| Participant deferral / active EE | $21,557 | $8,216+162.4% | $7,897+173.0% | $6,407+236.5% |
| Admin fee / account holder | $1,974 | $14,344-86.2% | $13,129-85.0% | $12,270-83.9% |